Collect Signatures in Person Using the Mobile App

You can use the mobile app to have contacts sign documents directly on your mobile device. This is perfect for meetings, events, or any face-to-face interaction, eliminating the need for printing, scanning, or emailing documents back and forth. This feature is available in the standard and white-labeled versions of the CRM mobile app.

What You Can Do

• Sign on a Mobile Device: Recipients can sign using typed text or by drawing their signature with their finger or a stylus.
• Use Prepared Templates: Start from a saved document template that already has signature fields configured for one or more signers.
• Simulate the Signer's View: Open a published document on behalf of a specific recipient to guide them through the signing process.

How to Collect a Signature

Follow these steps to prepare and collect a signature directly from your mobile device.

Step 1: Create and Publish the Document

1. Log into your desired sub-account within the mobile app.
2. Open the main menu and navigate to the Documents and Contracts section.
3. Tap to create a new document, selecting a template that includes the necessary signature fields.
4. When the document is ready, tap the Share icon and copy the link to publish it.

Step 2: Open the Document for Signing

1. Exit the document editor and go to the All Documents tab.
2. If the document status is not yet Sent, refresh the list. Once published, it should show as Sent.
3. Find your document and tap the three-dot menu (⋮) on its row.
4. Select View as and choose the intended signer from the list of recipients.

Step 3: Collect the Signature

1. Hand your device to the recipient. The screen will show the document from their perspective.
2. The recipient can then provide their signature using the available options and fill in any other required fields.
3. Repeat the View as process for any additional signers on the document.
4. Once all signatures are collected, the document is complete and saved with all the captured information.

Important Notes

• Before you begin, ensure your document template is set up with a signature field for each person who needs to sign.
• The View as option is only available for documents that have been published and have a status of Sent.
• If you are using a white-labeled mobile app, you may need to ensure your app is updated to the latest version to access this feature.

This mobile signing capability helps you finalize agreements quickly and professionally, wherever you are. If you encounter problems or need assistance enabling this feature in a white-labeled app, please contact your account's support team.